A superb career opportunity for an experienced para planner to move into management. As well as serving the IFA's with their paraplanning requirements you will also be managing a small team of junior paraplanners. My client have gained an superb reputation in the market place and have an excellent city centre location. The ideal candidate will have gained several years in a pure paraplanning or paraplanning/office manager role previo...
My client, IFA firm , awarded the coveted chartered practice status, based in Wolverhampton, is looking for a Qualified Paraplanner who has experience within a similar role working within an IFA firm. You will have excellent communication, organisation and client care skills. You will be proactive, hands on and have a good understanding of IFA databases, systems and compliance. The role will be providing full paraplanning ...
A new vacancy has arisen for a Diploma Qualified Paraplanner to join a reputable Wealth Management company based in Leeds. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice. Key accountabilities will be as follows: Production of accurate, compliant client reports within agreed timescales. Assistance with the production of c...
A fantastic opportunity has arisen for an experienced Paraplanner/ IFA Administrator to join a reputable practice of Independent Financial Advisers in Carlisle. In a team of other administrators and paraplanners, the successful candidate will be responsible for the following duties: - Offering full administrative support to advisers by way of checking all client documentation, business processing and submission to providers;<br...
A new vacancy has arisen for a Diploma Qualified Paraplanner to join a reputable Wealth Management company based in Leeds. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice. Key accountabilities will be as follows: Production of accurate, compliant client reports within agreed timescales. Assistance with the production of c...
A well established and renowned IFA practice, is now seeking to appoint an additional Para-planner / administrator, based at its Hertfordshire, to provide support for an IFA. Duties: Acting as the link between the administration team and the adviser Handling calls from clients and also making calls to clients regarding specific matters Preparing meeting notes, schedules and paperwork (applications, complia...
Organisation Description My client a leading IFA specialising in Investments and Pensions is actively looking to recruit a Paraplanner to join their successful team based in Cambridge. The successful applicant will be able to demonstrate a strong background within Paraplanning for a prestigious IFA practice currently and be able to hit the ground running very quickly. Prepareing client letters and reports on behalf ...
Organisation Description My client a leading IFA specialising in Investments and Pensions is actively looking to recruit a Paraplanner to join their successful team based in Cambridge. The successful applicant will be able to demonstrate a strong background within Paraplanning for a prestigious IFA practice currently and be able to hit the ground running very quickly. Prepareing client letters and reports on behalf ...
Ref: 1469 Senior Paraplanner Surrey £35,000- £45,000 + Benefits and Bonus Opportunity: Technical Paraplanner role within established IFA Environment : Reputable HNW Independent Financial Advisor based in Surrey Responsibilities: To provide comprehensive technical support...
Paraplanner £22,000 to £26,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compila...
Paraplanner To £25,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compilation of advic...
Paraplanner To £25,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compilation of advic...
Paraplanner To £25,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compilation of advic...
81 jobs matching this search were posted in the last week
Paraplanner £22,000 to £26,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the compila...
Paraplanner £26,000 to £32,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the co...
Paraplanner £26,000 to £29,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the co...
Paraplanner £26,000 to £32,000 plus benefits This highly regarded IFA firm continues to expand despite the challenges of the current financial climate. Having recruited additional Advisors they now need to add to the technical team with the recruitment of a Paraplanner. Working across all areas of Individual advice you will be responsible for research work and report writing whilst assisting the IFAs with the co...
A wealth management company with over 25 years in business is looking to expand its team and take on a graduate to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence with a clear idea of their target return and the level of risk i...
An experienced Paraplanner is required for a busy IFA firm based in Norwich to support the Financial Adviser. The role will require the candidate to provide full technical support including research and report writing and general supporting duties. Ideally candidates will be diploma qualified or at least working towards this status This is an excellent opportunity to join an established IFA practice ...
Leading Wealth Management IFA Practice, in Knutsford, are looking to augment their technical team, through securing the services of a Senior Paraplanner, who might be managing a team of Paraplanners... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries fr...
Leading Wealth Management IFA Practice, in Cheadle Hulme, are looking to augment their technical team, through securing the services of a Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, drafting suitability letters, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries on an on going basis...
Leading Wealth Management IFA Practice, in Crewe, are looking to augment their technical team, through securing the services of a Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from HNW clients on a regular basis. Ideally, you'l...
Leading Wealth Management IFA Practice, in a niche organization in the Injury Claims market place, are looking to augment their technical team, through securing the services of a Paraplanner... From day 1, you'll enjoy an excellent working environment, a competitive package (ie the basic salary goes between £20,000 to £25,000 per annum) ,a dynamic team to work with, dealing with all aspects of report writing, technical analy...
Leading Wealth Management IFA Practice, in Wilmslow, are looking to augment their technical team, through securing the services of a Technical Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from a small portfolio of HNW clients on a re...
Standard pay of £205 per day PLUS however this is open to discussion at selection stage. A great opportunity has become available for a Pensions Claims Handler to join a market leading organisation. As a Pension Claims Handler you will be required to work on cases about a broad range of pension complaints including advice suitability and administration. Claims Handler will posses the following attributes: - Experi...
